Controllers, Asset & Wealth Management Regulatory Controllers, Associate, Jersey City The Goldman Sachs Group IncControllers, Asset & Wealth Management Regulatory Controllers, Associate, Jersey CityJersey City, NJAs a member of AWM-RC, you will play a key role in ensuring the accuracy, completeness, and integrity of AWM''s global regulatory reporting program while helping shape the future state of our data, reporting, and control architecture. Serve as a subject matter expert for assigned regulations, business areas, and datasets, building strong relationships with portfolio managers, COOs, Legal, Compliance, Risk, Operations, and Engineering.
Asset & Wealth Management, Real Estate Debt Capital Markets, Analyst - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Real Estate Debt Capital Markets, Analyst - DallasDallas, TXThe team engages in (1) debt related sourcing, originations, restructuring and refinancing efforts, (2) ongoing relationship management with lenders and strategic partners (3) acquisition/development/financing opportunities (4) negotiation of term sheets and loan agreements coupled with oversight of compliance with loan covenants (5) investment structuring and closing and (6) capital markets focus. Assist with all debt related activities (i.e. loan sourcing, loan execution, and restructurings) - including elements such as production of marketing presentation materials, and modelling debt covenants and returns.
Asset & Wealth Management - Private Operational Risk - Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management - Private Operational Risk - Associate - DallasDallas, TXThe primary responsibilities include proactive identification of operational risks, conducting root cause analysis, fostering business partnerships, promoting operational resilience, engaging stakeholders, evaluating controls, and implementing firmwide frameworks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewClient Service Associate, Wealth Management - Potential for Hybrid Work Hub International LtdClient Service Associate, Wealth Management - Potential for Hybrid WorkRockville, MDJob Responsibilities: Support the onboarding of new clients including creating client profiles, scheduling kick-off calls and meetings, collecting key documents, setting up files, and updating the CRM system. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here.
Wealth Operations Associate Bravera CareersWealth Operations AssociateBismarck, North DakotaHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
VP Wealth Relationship Manager First Financial BanksharesVP Wealth Relationship ManagerAbilene, TXHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Development of clients is driven primarily through networking with existing clients, partnership with bank officers, centers of influence (including but not limited to attorneys, accountants and business professionals), and community engagement.
Project Manager - Wealth Management & AI Solutions Tiger Analytics Inc.Project Manager - Wealth Management & AI SolutionsCharlotte, NCGovernance & Stakeholder Management: Ensure project milestones, data models, and functional architectures meet Equitable's business objectives, while managing dependencies such as system access, SME availability, and infrastructure readiness. Project Leadership & Delivery: Manage the end-to-end execution, bridging communication between client executives/sponsors and the Tiger Analytics offshore delivery team (Data Scientists, App Engineers, UI/UX, QA).
VP, Regional Wealth Management Consultant -Wisconsin American Century Investment Services IncVP, Regional Wealth Management Consultant -WisconsinWisconsin, WIRemoteThe primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the Wisconsin area. American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals.
NewHead of Digital Product, Portfolio Management, Advice and Wealth Management The Vanguard GroupHead of Digital Product, Portfolio Management, Advice and Wealth ManagementCharlotte, PennsylvaniaThis leader drives product investment priorities and delivers scalable, innovative capabilities that enhance advisor and client outcomes while supporting the evolving needs of Vanguard's wealth and investment businesses. The Head of Product, Portfolio Management leads the vision, strategy, and roadmap for Vanguard's portfolio management ecosystem, spanning portfolio construction, trading, custody integration, investment servicing, and managed accounts.
Wealth Management Advisor-Sun City AZ U.S. BancorpWealth Management Advisor-Sun City AZSun City, AZ$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Senior Engineering Manager Vanguard GroupSenior Engineering ManagerPlano, TXThe successful candidate will have a proven track record of leading leaders, building high-performing engineering organizations, advancing cloud-native engineering practices and delivering complex technology solutions at scale This is a hybrid role requiring in-office presence Tuesday-Thursday, based in Dallas, Texas. Provide strategic technology leadership, engineering direction and architectural guidance across a portfolio of Wealth Management products, platforms and services, ensuring alignment with business priorities, client outcomes and long-term technology strategy.
J.P. Morgan Wealth Management - Product Delivery Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - Product Delivery AssociateColumbus, OHYour expertise in impact assessment, dependency coordination, execution health monitoring, release readiness, launch planning, and portfolio reporting will ensure the delivery of high-quality products that resonate with clients and foster long-term relationships. As the Product Delivery Senior Associate on the Wealth Account Opening team, you will collaborate closely with product owners, designers, engineers, and other partners to enhance our account opening product that is using by Clients & Advisors.
Wealth Advisor PNC BankWealth AdvisorLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Institutional Wealth Trust Strategist Simmons BankInstitutional Wealth Trust StrategistDallas, TexasAbility to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Private Wealth Consultant- Western Region Thornburg Investment Management IncPrivate Wealth Consultant- Western RegionCAAdditionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth.
Wealth Advisor/Trust Officer III-Austin Broadway BankWealth Advisor/Trust Officer III-AustinAustin, TXBuild loyalty and drive profitable revenue growth by resolving client concerns, developing, and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience. Review transactions, including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas, and expenses, ensuring appropriateness under the terms of the operative document and compliance with OTC requirements.
Sr. Product Manager First AmericanSr. Product ManagerSanta Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners.
Wealth Planning Associate Brown Brothers Harriman & CoWealth Planning AssociatePhiladelphia, PAWealth Planning Associates also work directly with the Relationship Management and Wealth Planning teams to help build and deliver proactive and integrated wealth planning collateral and insight to the firm's current and prospective Private Banking clients. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Advisor Marketing Manager Farther Finance Advisors LLCAdvisor Marketing ManagerIrving, TXAs an Advisor Marketing Manager, you''ll take ownership of the strategy behind how our advisors build their brands and their books - moving beyond executing requests to setting the direction for how we market at scale. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Advisor Marketing Manager FartherAdvisor Marketing ManagerHybrid - Irving, TXAs an Advisor Marketing Manager, you'll take ownership of the strategy behind how our advisors build their brands and their books — moving beyond executing requests to setting the direction for how we market at scale. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.